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Insurance Bond Bal COM0202AU Strategy

Invests in Australian and overseas assets including cash and bonds as well as higher proportion of growth assets. Asset allocation ranges: Australian shares 20-55%; overseas shares 5-25%; property 0-20%; Australian bonds 15-50%; overseas bonds 0-10%; cash 2-20%.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

How to tell if a fund or ETF will likely underperform

The funds that have been rated negative by our analysts have characteristics in common.
funds

Listed Investment Companies monthly performance: April 2024

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

KiwiSaver Survey - March Quarter 2024

KiwiSaver assets increased, owing significantly to market movements, ending the quarter at NZD 108.6 billion, up around NZD 4 billion for the quarter.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,008.50 64.90 0.82%
CAC 40 7,571.57 68.30 0.91%
DAX 40 18,068.21 66.19 0.37%
Dow JONES (US) 38,778.10 188.94 0.49%
FTSE 100 8,142.15 4.71 -0.06%
HKSE 17,899.05 37.07 -0.21%
NASDAQ 17,857.02 168.14 0.95%
Nikkei 225 38,404.13 301.69 0.79%
NZX 50 Index 11,767.40 68.89 0.59%
S&P 500 5,473.23 41.63 0.77%
S&P/ASX 200 7,771.40 71.10 0.92%
SSE Composite Index 3,027.56 11.67 0.39%

Market Movers

Name
Last price
Change
% Change
Fortescue Ltd FMG 21.69 1.30 -5.64%
Melbana Energy Ltd MAY 0.05 0.02 -31.82%
Core Lithium Ltd CXO 0.09 0.00 2.30%
Pilbara Minerals Ltd PLS 3.25 0.11 3.34%
Beach Energy Ltd BPT 1.53 0.04 -2.24%
Telstra Group Ltd TLS 3.60 0.05 1.41%
Imugene Ltd IMU 0.06 0.00 -3.45%
Sayona Mining Ltd SYA 0.04 0.00 1.43%
Red 5 Ltd RED 0.45 0.01 -1.65%
Zip Co Ltd ZIP 1.44 0.04 2.67%